Olin Q2 revenue beats expectations, adjusted EBITDA misses

Overview

• Olin Q2 2025 revenue rises to $1.76 bln, beating analyst expectations

• Adjusted EBITDA for Q2 misses analyst estimates

• Company funded acquisition, reduced debt, and repurchased shares in quarter

Outlook

• Olin expects Q3 2025 adjusted EBITDA between $170 mln and $210 mln

• Company cites challenging markets and potential higher costs for Q3

• Olin highlights uncertainty related to tariffs impacting Q3 outlook

• Company remains focused on disciplined capital allocation and cash generation

Result Drivers

• CHLOR ALKALI DEMAND - Seasonal demand improvement in Chlor Alkali Products and Vinyls business amid challenging market, per CEO Ken Lane

• OPERATIONAL CHALLENGES - Higher costs due to operational challenges offset solid commercial performance, according to CEO Ken Lane

• EPOXY CHALLENGES - Epoxy business faced subdued global demand and competition from subsidized Asian imports, impacting U.S. and European segments

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 13 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the commodity chemicals peer group is "buy."

• Wall Street's median 12-month price target for Olin Corp is $24.00, about 11.4% above its July 25 closing price of $21.26

• The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nPn299pVma